by Sara Tershel | Nov 4, 2024
In October of 2024, the RLF conducted a member-requested survey on issues that DCIOs encounter when reopening soft closed funds.… You must be logged in to view this content.
by Sara Tershel | Oct 1, 2024
This report includes staffing and team structures as of summer 2024 for 20 DCIO firms. You must be logged in to view this content.
by Sara Tershel | Sep 9, 2024
On August 15th, 2024, the RLF hosted a virtual event for its DCIO members. This report contains key takeaways from… You must be logged in to view this content.
by Sara Tershel | Jun 3, 2024
In May of 2024, the RLF conducted a member-requested survey on how DCIO firms determine CIT share class eligibility. This… You must be logged in to view this content.
by Sara Tershel | Apr 23, 2024
After years of consolidation, a considerably smaller group of firms (recordkeepers and aggregators) are dominating the retirement space and controlling… You must be logged in to view this content.
